What is an Adviser Loyalty Assessment?A satisfaction survey that evaluates the health of the relationship between a firm and its financial advisers, with the intent of gauging future adviser behavior.  

What are the Benefits of an Adviser Loyalty Assessment?

• The Adviser Loyalty Index clearly identifies the strength of the business relationship as well as business at risk.
• Baseline of adviser sentiments is comparable over time.
• Strengths and weaknesses in business practices that put the adviser relationship at risk are uncovered.
• Adviser feedback allows for prioritization of initiatives.
• Departments and business units that excel in supporting and solidifying adviser relationships can be publically recognized and rewarded.

How does Dalbar Measure Adviser Loyalty? Adviser loyalty is determined by means of an opinion survey, gathering adviser feedback on the following vital signs:

• Willingness to recommend
• Current use of products/services
• Intent to change future use of products and services
• Overall opinion
• Firm’s ability to meet the adviser’s expectations

What does an Adviser Loyalty Assessment provide?

• Summary of findings and supporting data.
• Applicable Dalbar designation (Excellent, Very Good, Good) and supporting scoring details.
• Results are segmented by each area evaluated and/or customized to fit your specific needs.
• Actionable recommendations based on key findings
• Optional: additional analysis or presentation of findings provided by Dalbar in order to:
  
  
  • Answer questions
  • Provide further details and explanations
  • Lead discussion around findings and next steps.

What is the cost? Survey costs range from $10,000-$20,000 for an initial engagement. 
Subsequent/additional surveys of the same audience range from $8,000-$15,000